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Raab & Moskowitz Asset Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Raab & Moskowitz Asset Management’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$758K Sell
33,103
-270
-0.8% -$6.18K 0.15% 108
2026
Q1 		$765K Buy
33,373
+14,830
+80% +$340K 0.17% 103
2025
Q4 		$424K Buy
18,543
+4,984
+37% +$114K 0.09% 150
2025
Q3 		$311K Buy
13,559
+4,071
+43% +$93.2K 0.07% 163
2025
Q2 		$218K Buy
+9,488
New +$217K 0.05% 179

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raab & Moskowitz Asset Management's IBTG Position: Q2 2026 in Review

Raab & Moskowitz Asset Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.81% in Q2 2026, selling an estimated $6.18K and leaving 33,103 shares worth $758K. The position accounts for 0.15% of the portfolio, ranked #108.

Raab & Moskowitz Asset Management first reported a position in IBTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $765K in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Raab & Moskowitz Asset Management held 33,103 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $758K as of Q2 2026.
  • Raab & Moskowitz Asset Management sold 270 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $6.18K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.15% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #108 holding.
  • Raab & Moskowitz Asset Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Raab & Moskowitz Asset Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $765K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.